Anic Equity¶
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Total return since start: 0.566 %¶
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Equity now: -----------------------------> 47824.63 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46429.73 Kr¶
PnL: ---------------------------------------> -458.84 Kr¶
DD now: ---------------------------------> -1.656 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-18 17:17:09.455204'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | 1.340000 | 3146.000000 | 175.000000 | 5.890000 | 2971.000006 |
| HEBA B | 70 | -3.540000 | 2768.500000 | 132.500000 | 5.030000 | 2636.000010 |
| FM Mattsson Mora Group B | 50 | 1.010000 | 3000.000000 | 73.000000 | 2.490000 | 2927.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | -2.170000 | 424.600000 | 69.600000 | 19.610000 | 355.000000 |
| Boozt | 12 | 0.560000 | 1716.000000 | 62.000000 | 3.750000 | 1653.999996 |
| Corem Property Group B | 59 | -3.560000 | 638.970000 | 61.970000 | 10.740000 | 576.999999 |
| HMS Networks | 2 | -1.220000 | 710.800000 | 37.800000 | 5.620000 | 673.000000 |
| OEM International B | 7 | 1.510000 | 564.200000 | 36.200000 | 6.860000 | 527.999997 |
| Intrum | 4 | 1.570000 | 554.800000 | 27.800000 | 5.280000 | 527.000000 |
| Norva24 Group | 16 | 5.080000 | 569.600000 | 26.600000 | 4.900000 | 543.000000 |
| MedCap | 2 | 1.140000 | 445.000000 | 24.000000 | 5.700000 | 421.000000 |
| SAAB B | 8 | 0.140000 | 3399.200000 | 22.200000 | 0.660000 | 3377.000000 |
| Coor Service Management Hold. | 8 | 1.100000 | 552.800000 | 20.800000 | 3.910000 | 532.000000 |
| Eastnine | 4 | 0.950000 | 510.400000 | 19.400000 | 3.950000 | 491.000000 |
| AcadeMedia | 12 | 1.410000 | 568.560000 | 11.560000 | 2.080000 | 557.000004 |
| Samhällsbyggnadsbo. i Norden D | 12 | -1.110000 | 256.800000 | 10.800000 | 4.390000 | 246.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -1.450000 | 569.100000 | 7.100000 | 1.260000 | 562.000005 |
| Securitas B | 6 | 0.990000 | 575.040000 | 5.040000 | 0.880000 | 570.000000 |
| Resurs Holding | 22 | -0.080000 | 578.160000 | 4.160000 | 0.720000 | 573.999998 |
| Swedbank A | 3 | 1.400000 | 566.850000 | 2.850000 | 0.510000 | 564.000000 |
| Creaspac SPAC | 6 | 0.210000 | 579.600000 | 2.600000 | 0.450000 | 577.000002 |
| Karnov Group | 9 | -2.300000 | 535.500000 | -0.500000 | -0.090000 | 536.000004 |
| CTEK | 13 | 1.990000 | 533.260000 | -0.740000 | -0.140000 | 533.999999 |
| Essity B | 2 | -1.760000 | 569.800000 | -4.200000 | -0.730000 | 574.000000 |
| Handelsbanken A | 5 | -0.550000 | 541.000000 | -5.000000 | -0.920000 | 546.000000 |
| Midsona B | 63 | -1.400000 | 575.190000 | -7.810000 | -1.340000 | 582.999984 |
| Essity A | 4 | -2.400000 | 1138.000000 | -11.000000 | -0.960000 | 1149.000000 |
| Nordea Bank Abp | 29 | -0.490000 | 3432.440000 | -21.560000 | -0.620000 | 3453.999992 |
| International Petroleum Corp. | 5 | 3.220000 | 560.500000 | -34.070000 | -5.730000 | 594.565215 |
| Vivesto | 1368 | 1.860000 | 569.360000 | -43.640000 | -7.120000 | 612.999432 |
| Sampo Oyj SDB | 7 | -1.300000 | 3731.000000 | -119.000000 | -3.090000 | 3850.000000 |
| Axfood | 13 | 1.120000 | 3628.300000 | -127.700000 | -3.400000 | 3756.000001 |
| OX2 | 18 | 0.830000 | 1526.400000 | -137.600000 | -8.270000 | 1663.999992 |
| Fasadgruppen Group | 35 | -0.810000 | 3430.000000 | -381.000000 | -10.000000 | 3810.999990 |
| Ovzon | 52 | 0.880000 | 2964.000000 | -398.000000 | -11.840000 | 3361.999992 |
| TOTAL | 46429.730000 | -458.840000 | -1.6559% | 46888.564618 |
Updated:¶
'2023-01-18 17:17:22.179580'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
